See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,920 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,036 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,399 | $31,679-45.1% | $74,701-76.7% | $65,185-73.3% |
| Participation rate | 83.3% | 40.4%+43.0pp | 54.5%+28.9pp | 70.2%+13.1pp |
| Annual return | 16.89% | 39.04%-22.2pp | 752.92%-736.0pp | 29.38%-12.5pp |
| Employer contribution / active EE | $268 | $566-52.7% | $1,084-75.3% | $2,177-87.7% |
| Participant deferral / active EE | $1,572 | $1,191+32.0% | $1,964-19.9% | $3,514-55.2% |
| Admin fee / account holder | $71 | $379-81.2% | $3,333-97.9% | $847-91.6% |